Samuel Scheuer

Perpetual participant in performative panderings

[Samuel Scheuer @samuel_scheuer]

@Kirsten3531 Lots of possible niche questions about their power procurement strategy. If they have a renewable PPA, is it time matched? Do they use their batteries for ancillary service trading? How do they hedge against non-delivery risk in their PPA?

[Samuel Scheuer @samuel_scheuer]

@JomauxJulien That's wild. I knew that German negative prices were increasing but didn't expect noon to be negative on average. Do you know if the median price in that time is also negative?

[Samuel Scheuer @samuel_scheuer]

@kaya85kaya @StefanFSchubert I see, thanks!

[Samuel Scheuer @samuel_scheuer]

@RobertBoswall @s8mb And if they're unsubsidized, they're a reflection of market demand, not a top-down distortion.

[Samuel Scheuer @samuel_scheuer]

@RobertBoswall @s8mb I understood your point to be: high DUoS costs are also impacted by subsidised far away renewables seeking connection (correct me if I'm wrong)
I'm saying: Distribution RES is either older (not incurring DUoS costs right now) or likely unsubsidized (looking at CfD allocation)

[Samuel Scheuer @samuel_scheuer]

@RobertBoswall @s8mb I fact checked myself and it's about 30% of wind and half of solar by MW in the UK so it's not insignificant. Though recent CfD allocation rounds were all heavily offshore-weighted meaning current distribution costs are not related to CfD-backed wind imo.

[Samuel Scheuer @samuel_scheuer]

@RobertBoswall @s8mb Yeah but not the big offshore farms that get the majority of CfD funding. And in MW terms, onshore solar and wind is not big enough to account for majority of distribution system upgrade costs.

[Samuel Scheuer @samuel_scheuer]

@s8mb Yes, no contest there. Cutting this would reduce bills somewhat it's just not that big of a slice of the pie. Avg UK household bills last year were 963£. Transmission network upgrades are about ~30£ of this. Distribution upgrades about 140£

[Samuel Scheuer @samuel_scheuer]

@RobertBoswall @s8mb Yes, absolutely but distribution connected generation is batteries or gas peakers which are not the kind of subsidized renewable assets mentioned here and would connect anyway / drive up distribution costs anyway.

[Samuel Scheuer @samuel_scheuer]

@s8mb I'm also perpetually a bit confused at high distribution network costs. It's partially general inflation and electrification. But partially a matter of good policy design to force utilities (effective local monopolies) to be more cost-efficient

[Samuel Scheuer @samuel_scheuer]

@s8mb Of course!
Transmission = long range cables to wind farms
Distribution = cables from substations to households etc
Distribution networks are much larger and account for ~70% of network spending. Those costs are independent of renewables/fossils/nuclear.

[Samuel Scheuer @samuel_scheuer]

@s8mb The majority of policy costs also accrue at the distribution, NOT the transmission level. Those would remain largely the same. I work for a power market forecaster and agree many policies are bad, but the easy win you imagine is elusive.

[Samuel Scheuer @samuel_scheuer]

@s8mb You're generally very YIMBY and planning reform focused. Much of the costs of transmission and Renewables currently accrue because of NIMBY policies. Expensive transmission is a policy choice that we could similarly reverse.

[Samuel Scheuer @samuel_scheuer]

@yhdistyminen @thejaybaybay I've been struggling with knee pain when squatting. If I understand this exercise is good for glutes, how does that end up helping my knee?

[Samuel Scheuer @samuel_scheuer]

@BigBreakfastLob I keep wondering about this. I always thought proximity to London is what stops fine dining from taking hold but that doesn't explain why Cambridge has it better

[Samuel Scheuer @samuel_scheuer]

@DominikWKH Obviously Agentenhaftigkeit or Spionartig

[Samuel Scheuer @samuel_scheuer]

@CleanPowerDave @SylvainCogDau @ShanuMathew93 It's pretty much just that data center operators don't always have customer demand for their services since the majority of Datacenters are built by operators who rent out the compute to final customers.